Partners Wealth Management
is a comprehensive financial services firm committed to helping our clients improve their long-term financial outlook. The goal of our customized programs is to help grow and conserve our clients' wealth by delivering a high level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, click here.
In addition to our local team of professionals with numerous years of financial experience we have partnered with some of the most respected independent financial institutions.
The #1 independent broker dealer in the country as reported by Financial Planning magazine, June 1996-2013, based on total revenue.
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc., is the nation's largest independent broker/dealer (based on total revenues, Financial Planning magazine, June 1996-2014), an RIA custodian and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,700 financial advisors and more than 720 financial institutions. In addition LPL Financial supports approximately 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have more than 3,000 employees with primary offices in Boston, Charlotte and San Diego. For more information, please visit www.lpl.com
ABOUT INDEPENDENT FINANCIAL PARTNERS
Independent Financial Partners (IFP) is a Registered Investment Adviser (RIA) located in Tampa, Florida. We support a network of over 475 financial advisors located throughout the United States who specialize in wealth management and retirement plan consulting. As a whole, the advisors at IFP collectively oversee in excess of $35 billion, giving us the ability to access resources such as enhanced technology, vendor support, and marketing opportunities not available to an individual office. Our goal as a firm is to leverage our network and give our advisors access to state-of-the-art resources while still maintaining the feel of a smaller service-driven boutique firm. IFP advisors maintain their independence while owning and operating their books of business, but they always have IFP’s support in building and growing their practices. For more information, please visit www.ifpartners.com